Assistant Manager - Company SecretaryAssistant Manager - Company SecretaryApply locations Cape Town, Apex House time type Full time posted on Posted 30+ Days Ago job requisition id JR-0007555The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion.That's why, at Apex Group, we will do more than simply 'empower' you.
We will work to supercharge your unique skills and experience.Take the lead and we'll give you the support you need to be at the top of your game.
And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.The RoleTo liaise with and support the Client Directors and Assistant Client Directors in Jersey with the administration and management of their portfolios of trust structures and other corporate entities, in accordance with the relevant documentation and all new and amended legislation, case law and practice regulations.Key Responsibilities:Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members;Work with team manager, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;Check if tax calculations have been done and are on record;Maintain and monitor diary notes and workflows;Prepare and maintain accurate trust and entity summaries;Deal with the termination/exiting of trusts and other corporate entities;To ensure service delivered meets company policy and/or service level agreement;Participate and provide support to all new business activities;Contribute to any relevant tasks arising out of on-going projects;Ensure that the client information is accurate at all times;Provide accurate and timely monthly reports of key management information to Management or as required;Manage and supervise a number of administrators and trainee administrators who would typically be studying towards professional qualifications and oversee and review team adherence to internal policies, controls and systems, including meeting any internal deadlines;Review minutes/records prepared by administrators and trainee administrators;Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;Build key relationships with client directors and assistant client directors in Jersey, ensuring the team responds swiftly to requests and manage expectations;Contribute to the overall management of the team and business;Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;Ensure that all compliance and mandatory training is completed within required timescales;To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.Skills & Experience:Professional qualifications – LLB, BCom LLB and Admitted Attorney.5 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;Has sound technical knowledge of their respective field;Excellent attention to detail and high levels of accuracy;Excellent communication and organization skills;Learn and understand various jurisdictions legal and regulatory requirements, over time;Act as a point of contact with internal or external stakeholders;The jobholder will be required to assist in the administration of various portfolios of corporate entities;Requires a combination of accounting, taxation, legal, investment, and commercial experience;Ability to motivate and influence a team;High level of managerial skills;Should be fluent in English and attend to all correspondence in English.Our StoryAbout Apex GroupWe are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices.
Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent.
Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.We're a people-powered business, and our people are full of ambition.
Together, we're inspired to lead the new era of data and tech enabled service.
Bringing new products and services to market.
Sharpening our client focus.
Disrupting the market to exceed expectations.
Innovating across a range of specialisms.
With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies.Working at ApexPrepare to accelerate.We're a people-powered business with a vision to inspire a new era of service-led FinTech.
We're expanding globally and offering more to our clients.
This means you get more opportunities to grow with us.
So prepare to accelerate.
We'll make sure the time and effort you put in takes you further, faster.Positive change starts with you.We're a people-powered business with a vision to inspire a new era of service-led FinTech.
We're expanding globally and offering more to our clients.
This means you get more opportunities to grow with us.
So prepare to accelerate.
We'll make sure the time and effort you put in takes you further, faster.The journey is yours to own.When you stretch yourself, you grow.
We want you to explore ways of working that will see you thrive as part of something bigger.
We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders.
All the things you need to own your unique journey.
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